See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,580 | $82,978-14.9% | $129,995-45.7% | $71,457-1.2% |
| Participation rate | 45.8% | 74.1%-28.3pp | 78.5%-32.7pp | 67.9%-22.2pp |
| Annual return | 17.78% | 20.60%-2.8pp | -137.18%+155.0pp | 28.85%-11.1pp |
| Employer contribution / active EE | $784 | $2,622-70.1% | $4,320-81.9% | $2,588-69.7% |
| Participant deferral / active EE | $1,902 | $4,432-57.1% | $5,820-67.3% | $4,289-55.7% |
| Admin fee / account holder | $3,004 | $1,729+73.7% | $10,614-71.7% | $1,587+89.2% |